Bogart Wealth LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8K | Buy |
278
+100
| +56% | +$15K | ﹤0.01% | 473 |
|
|
2025
Q1 | $22.6K | Hold |
178
| – | – | ﹤0.01% | 560 |
|
|
2024
Q4 | $24.8K | Hold |
178
| – | – | ﹤0.01% | 536 |
|
|
2024
Q3 | $23.5K | Buy |
178
+121
| +212% | +$16K | ﹤0.01% | 529 |
|
|
2024
Q2 | $7.27K | Buy |
57
+7
| +14% | +$892 | ﹤0.01% | 715 |
|
|
2024
Q1 | $5.86K | Hold |
50
| – | – | ﹤0.01% | 737 |
|
|
2023
Q4 | $5.21K | Hold |
50
| – | – | ﹤0.01% | 739 |
|
|
2023
Q3 | $4.74K | Hold |
50
| – | – | ﹤0.01% | 726 |
|
|
2023
Q2 | $4.88K | Hold |
50
| – | – | ﹤0.01% | 712 |
|
|
2023
Q1 | $4.44K | Hold |
50
| – | – | ﹤0.01% | 741 |
|
|
2022
Q4 | $4.08K | Hold |
50
| – | – | ﹤0.01% | 702 |
|
|
2022
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 726 |
|
|
2022
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 678 |
|
|
2022
Q1 | $5K | Sell |
50
-32
| -39% | -$3.2K | ﹤0.01% | 573 |
|
|
2021
Q4 | $9K | Buy |
+82
| New | +$9K | ﹤0.01% | 490 |
|